Consultant/OCIO/Discretionary

Consultant/OCIO/Discretionary
Western Trust Fund Launches Consultant Search

The general investment consultant’s oversight responsibilities will include annual evaluations of investment policies and risk levels and quarterly reviews of investment performance and asset allocation mix.

10.17.24
Consultant/OCIO/Discretionary
Pathstone Acquiring Outsourced CIO

The firm has agreed to acquire an outsourced cio with more than 130 clients representing approximately $45 billion in assets.

10.16.24
Consultant/OCIO/Discretionary
New England University Foundation Retains Investment Consultant

The foundation hired an investment consultant to provide non-discretionary services for its portfolio over three other firms after conducting an RFQ and RFP process last year.

10.16.24
Consultant/OCIO/Discretionary
Mid-Atlantic Pension Begins Consultant Search

The consultant will advise on four retirement funds.

10.16.24
Consultant/OCIO/Discretionary
Western College Savings Plans Look To Retain Program Consultant

The institution is looking to enter a contract with a firm to provide strategic, legal and programmatic consulting services for the 529 plans.

10.16.24
Consultant/OCIO/Discretionary
Midwest University Issues Advisor RFP

A university based in the Midwest has launched a search for an firm to advise on its short-term fixed-income and cash portfolio.

10.16.24
Consultant/OCIO/Discretionary
Northeast Pension Concludes General, Alternative Consultant Searches

The retirement fund also adopted a new long-term strategic asset allocation.

10.16.24
Consultant/OCIO/Discretionary
Virginia Pension To Issue Consultant RFP

The retirement system previously extended its contract with incumbent Segal Marco Advisors for one year in October 2023.

10.16.24
Consultant/OCIO/Discretionary
Southern Teachers Pension Begins General Investment Consultant Search

The plan’s current consultant was first hired over 20 years ago.

10.10.24
Searches And Hires
State Treasurer Selects Consultant, Custodian Following Searches

The treasurer’s office made selections in its investment consultant and investment custodian searches in the third quarter.

10.09.24